DFX Intelligence

P••• J••••• T••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner43 years in industry

P••• J••••• T••••

Advisor at E•••• W••••• S•••••••••

MULLICA HILL, NJ

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Search this name across graphsid dfx:ria:806b0d85-1d30-d006-ce5a-45ab5543d251

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 22, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: E•••• W••••• S•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 11, 1983earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• W••••• S•••••••••	Independent wealth	Apr 6, 2023	n/a	yes	MULLICA HILL, NJ	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 12, 2009	Apr 12, 2023	no	WOODBURY, NJ\|WEST DEPTFORD, NJ\|ESTERO, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	E•••• W••••• S•••••••••	Apr 12, 2023	Apr 6, 2023	-6	Firm change	Ibd to new firm
R•••••• J•••• F•••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jan 12, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:323814:FL:2023-04-12	Apr 12, 2023	Apr 6, 2023	ESTERO, FL	Firm change

Relationships

Registered with (3)

→ E•••• W••••• S•••••••••Registered adviserregistration: current employment
Apr 6, 2023 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 12, 2009 to Apr 12, 2023factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jun 22, 2006 to Jan 12, 2009factForm ADV

Dated events

Occurred
Apr 12, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:806b0d85-1d30-d006-ce5a-45ab5543d251
First observed: Jun 22, 2006
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.